See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,636 | $138,347+39.2% | $184,203+4.6% | $80,856+138.2% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+6.9pp | 67.6%+26.1pp |
| Annual return | 16.53% | 20.02%-3.5pp | 28.81%-12.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $7,541 | $4,850+55.5% | $6,427+17.3% | $2,755+173.7% |
| Participant deferral / active EE | $18,138 | $7,071+156.5% | $9,131+98.6% | $4,296+322.2% |
| Admin fee / account holder | $816 | $10,483-92.2% | $13,901-94.1% | $6,918-88.2% |